Jimena Zalles

Experience

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  Consejeros y Corredores de Seguros

  Sept 2003 - Apr 2009

  Case Managed 60 +Companies Casualty, Prepare invoices, reports, memos, letters, statistical charters, and other documents, using word processing, spreadsheet, database, and/or presentations in power pointMaintain an efficient filling system of all relevant supporting documents. Liability,Travel insurance, Fire, Builders Risk Political Risk, Vehicle insurance and othersAssessed the Company Risk and designed insurance package according to their needsNegotiated, compared insurance quotes, and contract insurance policies Assessed client insurance coverage¿s needs, calculated premiums Provided information concerning group and individual insurance packages, range of risk coverage, benefits paid and other policy featuresFollowed up and renewed insurance coverage, premiums paid and other insurance informationAssisted clients to determine optimum insurance coverage optionsComprehensive knowledge of insurance products, services and best practices to ensure an optimal services Show less Case Managed 300 + Individuals Life, Health, Liability, Travel Insurance, and Vehicle insurance Reviewed and processed insurance applications and advised insurers the best optionSold automobile, Health, Life, and other types of insurance Monitored and process insurance claims, handle and solve questions and inquires for clients Compiled and analyzed claims data, rates and insurance data recordsAssisted clients to determine optimum insurance coverage optionsNegotiated, compared insurance quotes, and contract insurance policies Responded to 80 emails daily providing an adequate answer to each issue Show less Case Managed 250+ Individuals Life, Health and Disability InsuranceEnsured appropriate forms, medical examinations and other policy requirements were completed Monitored and process insurance claims, handle and solve questions and inquires for clients Negotiated, compared insurance quotes, and contract insurance policies Ensured appropriate forms, medical examinations and other policy requirements were completed Reviewed renewals of policies and assemble renewal packages to send to the clientsOrganized files an filed diverse documentsPrepared marketing material such as brochures, catalogues and product information to be mailed to the clients Show less

  • Accounts Manager Companies Casualty

    Jul 2008 - Apr 2009

  • Accounts Manager

    Oct 2007 - Jun 2008

  • Human Risk Accounts Manager

    Sept 2003 - Sept 2007
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  Great West- Life Assurance Canada

  Oct 2009 - Dec 2009

  Administrative Assistant

  Group Insurance, Living Benefits, and Quadrus Investments:Searched data in the TOCs (in house computer) System for advisor codes and namesRegistered in the system renewals of policies and assemble renewal packages to send to the agentsFiled diverse documents, purged terminated files to be send to archives.Prepared marketing material such as brochures, catalogues and product information to be mailed to the agents, assembled, mailed and faxed documents to the agents, Reviewed applications for new policies related to critical illness and disability, Prepared and analyzed new policy contracts to ensure accuracy Established and maintains electronic records management system for all incoming and outgoing correspondence. Open, sort, and distribute incoming correspondence, including faxes and email, ensuring timely delivery and receipt of important information while at the time maintaining confidentiality Registered Move money documentation on the TOCs systemCollated the FEPO (Future Earnings Protector Option) lettersDistributed corporate announcement to financial advisorsAssembled and mailed commission statements to the agentsPrepared marketing materials for the gold keys agents Show less

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  Sheridan College

  Jan 2010 - Mar 2010

  Project Management Assistant ELT Program

  Provide administrative/secretarial support for various departments/divisions such as answering telephones, assisting visitors and resolving a range of administrative problems and inquiriesPrepared class materials for ELT students classes by photocopying, ordering and binding diverse documentsPrepared charts with ELT students information as requiredScheduled one to one interviews between Job developer and each ELT studentCoordinated and assisted on one to one mock job interviews for ELT studentsOrganized assignments handed in by ELT students and followed up on backlogged assignments Provided information to ELT students Show less

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  Sheridan College

  Jul 2010 - Nov 2010

  Information & Resource Assistant / Data Assistant

  Update an maintain Maximaizer CRM Data BaseContacted clients (employers & students) by both telephone and email to update their contact informationResearched internet to obtain contact data from employers

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  Reinsurance Group of America International Corporation (RGA)

  Aug 2010 - Sept 2010

  Administrative Assistant

  Manage details of international multi-party conference calls, in-house and off-site meetings and luncheons, travel arrangements, calendars, itineraries, agendas, trip report preparations and preparation of expense reports for Vice presidentsOperate desktop computer to compose and edit correspondence, format materials and proof readCoordinate with various staff for operational support activities of the unit; serve as a liaison between departments and operating units in the resolution of day-to-day administrative and operational problemsPerform general office duties such as ordering supplies, book catering, maintaining records management systemsProvide Internet research in order to obtain information from clients, suppliers and general informationMaintain an efficient filling system of all relevant supporting documents. Show less

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  Sheridan College

  Nov 2011 - Aug 2013

  Program Support Specialist

  Provided front line customer service to walk-in clients and students in Sheridan’s programs (ELT, OSLT, and LINC)Acted as an informational resource for Sheridan Faculty, Staff and Administrators in the Schoolrovided program support: liaising with the Assessment Centre; managing the students enrolments on the government’s database (CLARs) and administer the attendance procedureCompiled and maintained records of applicants on the College and the government databasesFollowed up with students regarding admission Liaised with the teachers and assist them with their day-to-day admin requirementsPerformed general office duties such as ordering supplies, coordinating with facilities department and maintaining records among othersReported faculty absences trough FABS and keep record of absences updatedPrepared faculty contracts at the end of each term and prepared salary change notice as directedBooked rooms for the different programs before a new term starts Kept inventories updated books, laptops, computers and electronic equipment Show less

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  Sheridan College

  Oct 2015 - now

  Provided information to Project Manager to assist with enrolment planning (e.g. space resources, enrolment trends, applications) Received and processed students’ applications. Prepared program and student enrollment updates; reports to School Board Administered course student demographics, enrollment numbers, success and retention, data, student grade reports, evaluations/surveys. Prepared EDCS final reports for School Boards and enter data in Ministry data SystemEnsured documents are updated; course outlines, course offerings are updated on social media, and documents for school boards Responds to requests/questions from students/potential studentsMaintained student records, and updates student information to perform functions such as course withdrawals, demits, etc.Prepared student grade reports in consultation with Faculty Offices; sends reports to School BoardsWorks closely with Project Manager, Program Support Officers, Academic Portfolio Administrators, to verify program information is accurate and changes are communicated to faculty and studentsWorks closely with the Project Manager to maintain/update program planning files (i.e. workplan), develop media program promotions and reporting presentations, vendor surveys for program delivery satisfaction and improvement assessments Prepares semester information resources (student schedules, school board contacts), materials, i.e. class rosters, PeopleSoft class numbers, attendance lists Organizes Shared Drive/ email files according to SCWI needs and College record management policies; ensures files/documents are maintained and archived appropriately with Project Manager. Show less Processed ESEE results. Saved files in student’s file, and update AUDB data baseCompleted Writing Assessment mail merge process. Saved documents in student’s file, and update AUDB data base. Informed SSS that files are complete to continue with registration processFollowed up with students who did not respond the Student Virtual Semester Survey to confirm enrollment for the Spring Summer semester. Called 83 studentsReceived and processed answers for the Virtual Semester survey. Answered emails regarding Virtual semester for Spring Summer Show less

  • Interim Manager Learning Services

    Aug 2023 - now

  • Learning Services & Academic Skills Coordinator

    Dec 2021 - now

  • Tutor training and engagement coordinator

    Oct 2021 - Dec 2021

  • Libbrary & Learning Services Officer

    Feb 2021 - Oct 2021

  • SCWI Program Assistant (SCWI – CAPS)

    May 2020 - Jan 2021

  • Program Officer (Academic Upgrading – CAPS)

    Apr 2020 - May 2020

  • Program Officer

    Aug 2017 - Mar 2020

  • Recruitment Specialist and Program Support

    Oct 2015 - Jul 2017